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Marlene Martinez

Jefferies LLC

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About Marlene Martinez

Marlene Martinez is a financial advisor who has been in the industry since 2004. Marlene is currently registered with Jefferies LLC and is licensed in 53 states. Previously, Marlene worked at WELLS FARGO CLEARING SERVICES, LLC, HSBC SECURITIES (USA) INC., and STANCHART SECURITIES INTERNATIONAL, INC. Marlene has a Series 7, Series 63 and SIE license.

Firm Information

Marlene Martinez is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Marlene Martinez’s Registration & Firm History

FL

01/21/2022 - Present

Jefferies LLC (Miami FL)

FL

09/29/2017 - 01/27/2022

WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)

FL

10/26/2012 - 10/26/2017

HSBC SECURITIES (USA) INC. (MIAMI FL)

FL

02/29/2008 - 04/12/2012

STANCHART SECURITIES INTERNATIONAL, INC. (MIAMI FL)

MN

10/03/2001 - 09/30/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 05/19/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Marlene Martinez.
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